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QuickBooks Online Accountant to ProConnect Tax Prep for Taxes frequently asked questions

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QuickBooks Online Accountant to ProConnect Tax Prep for Taxes frequently asked questions

Below you will find answers to common questions about QuickBooks Online Accountant and ProConnect Tax integration.

At this time, you cannot use the Prep for Taxes feature for your firm's books.

The shipping address listed in the Client Information screen inside of QuickBooks Online Accountant will be imported into the Client Information section for Individual 1040 returns.

Each client in QuickBooks Online Accountant is linked to an identical client in ProConnect Tax, and vice versa. These linked clients cannot be unlinked or modified. The return created with Prep for Taxes will be transferred into its identical client in ProConnect Tax. To see the business name in QuickBooks Online Accountant and the individual's name in ProConnect Tax, edit the client in QuickBooks Online Accountant and use the Display Name for the 1040's name, and the Company Name Field for the individual's name.

Prep for Taxes for short-year returns is not a feature at this time.

1040 1065 1120S 1120 990
Schedule A: Line 16, Gifts to Charity Line 1a Gross receipts or sales Line 1a Gross receipts or sales Line 1a Gross receipts or sales Part VIII: Line 1a, Federated campaigns
Schedule C: Line 1 Gross receipts or sales Line 1b Returns and allowances Line 1b Returns and allowances Line 1b Returns and allowances Part VIII: Line 1b, Membership dues
Schedule C: Line 2 Returns and allowances Line 7 Other income(loss) Line 8 Salaries and wages Line 5 Interest Part VIII: Line 1c Fundraising events
Schedule C: Line 6 Other income Line 9 Salaries and wages Line 9 Repairs and maintenance Line 6 Gross rents Part VIII: Line 1d, Related organizations
Schedule C: Line 8 Advertising Line 11 Repairs and maintenance Line 10 Bad debts Line 7 Gross royalties Part VIII: Line 1e, Government grants (contributions)
Schedule C: Line 9 Car and truck expenses Line 12 Bad debts Line 11 Rents Line 10 Other income Part VIII: Line 1f, All other contributions, gifts, grants, and similar amounts not included above
Schedule C: Line 10 Commissions and fees Line 13 Rent Line 12 License Taxes and licenses Line 13 Salaries and wages Part VIII: Line 2f, All other program services
Schedule C: Line 11 Contractor labor Line 14 Taxes and licenses Line 13 Interest Line 14 Repairs and maintenance Part VIII: Line 3, Investment income (including dividends, interest, and other similar amounts)
Schedule C: Line 12 Depletion Line 15 Interest Line 15 Depletion Line 15 bad debts Part VIII: Line 4, Income from investment of tax-exempt bond proceeds
Schedule C: Line 14 Employee benefit programs Line 17 Depletion Line 16 Advertising Line 16 Rents Part VIII: Line 5, Royalties
Schedule C: Line 15 Insurance Line 18 Retirement plans Line 17 Pensions, profit-sharing plans Line 17 Taxes and licenses Part VIII: Line 6a, Gross rents
Schedule C: Line 16a Mortgage (interest) Line 19 Employee benefit programs Line 18 Employee benefit programs Line 18 Interest Part VIII: Line 6b, Less; rental expenses
Schedule C: Line 16b Other (interest) Line 20 Other deductions Line 19 Other deductions Line 19 Charitable contributions Part VIII: Line 7a, Gross amounts from sales of assets other than inventory
Schedule C: Line 17 Legal and professional services Schedule K: Line 5 Interest income Schedule K: Line 4 Interest income Line 21 Depletion Part VIII: Line 7b, Less; cost or other basis and sales expenses
Schedule C: Line 18 Office expense Schedule K: Line 6a Ordinary dividends Schedule K: Line 5a Ordinary dividends Line 22 Advertising Part VIII: Line 8a, Gross income
Schedule C: Line 19 Pension and profit-sharing plans Schedule K: Line 6b Qualified dividends Schedule K: Line 16a Tax-exempt interest income Line 23 Pension, profit-sharing, etc., plans Part VIII: Line 8b, Less; direct expenses
Schedule C: Line 20a Vehicles, machinery, and equipment Schedule K: Line 13a Contributions Schedule K: Line 16c Nondeductible expenses Line 24 Employee benefit programs Part VIII: Line 9a, Gross income from gaming activities
Schedule C: Line 20b Other business property Schedule K: Line 18b Other tax-exempt income Schedule L: Line 1(d) Cash Line 26 Other deductions Part VIII: Line 9b, Less; direct expenses
Schedule C: Line 21 Repairs and maintenance Schedule K: Line 20a Investment income Schedule L: Line 2a(c) Trade notes and accounts receivable Schedule L: Line 1(d) Cash Part VIII: Line 10a, Gross sales of inventory, less returns and allowances
Schedule C: Line 22 Supplies Schedule K: Line 20a Investment income Schedule L: Line 2b(c) Less allowance for bad debts Schedule L: Line 2a(c) Trade notes and accounts receivable Part VIII: Line 10b, Less; cost of goods sold (cost of labor)

Schedule C: Line 23 Taxes and licenses

Schedule L: Line 2a(c) Trade notes and accounts receivable

Schedule L: Line 3(d) Inventories Schedule L: Line 2b(c) Less allowance for bad debts Part VIII: Line 10b. Less; cost of goods sold (Other)
Schedule C: Line 24a Travel Schedule L: Line 2b(c) Less allowance for bad debts Schedule L: Line 4(d) U.S. government obligations Schedule L: Line 3(d) Inventories Part VIII: Line 10b, Less; cost of goods sold (Purchased)
Schedule C: Line 24b Deductible Meals and entertainment Schedule L: Line 3(d) Inventories Schedule L: Line 5(d) Tax-exempt securities Schedule L: Line 4(d) U.S. government obligations Part VIII: Line 11a, Miscellaneous revenue
Schedule C: Line 25 Utilities Schedule L: Line 4(d) U.S. government obligations Schedule L: Line 6(d) Other current assets Schedule L: Line 5(d) Tax-exempt securities Part IX: Line 1, Grants and other assistance to domestic organizations and domestic
Schedule C: Line 26 Wages Schedule L: Line 5(d) Tax-exempt securities Schedule L: Line 7(d) Loans to shareholders Schedule L: Line 6(d) Other current assets Part IX: Line 2, Grants and other assistance to domestic individuals
Schedule C: Line 27a Other expenses Schedule L: Line 6(d) Other current assets Schedule L: Line 8(d) Mortgage and real estate loans Schedule L: Line 7(d) Loans to shareholders Part IX: Line 3, Grants and other assistance to foreign organizations, foreign governments and foreign individuals
Schedule C: Line 36 Purchases Schedule L: Line 7a(d) Loans to partners Schedule L: Line 9(d) Other investments Schedule L: Line 8(d) Mortgage and real estate loans Part IX: Line 4, Benefits paid to or for members
Schedule C: Line 37 Cost of labor Schedule L: Line 7b(d) Mortgage and real estate loans Schedule L: Line 10a(c) Buildings and other depreciable assets Schedule L: Line 9(d) Other investments Part IX: Line 5, Compensation of current officers, directors, trustees, and key employees
Schedule C: Line 38 Materials and supplies Schedule L: Line 8(d) Other investments Schedule L: Line 10b(c) Less accumulated depreciation Schedule L: Line 10a(c) Buildings and other depreciable assets Part IX: Line 6, Compensation not included above, to disqualified persons and persons described in section 4958(c)(3)(B)
Schedule C: Line 39 Other costs Schedule L: Line 9a(c) buildings and other depreciable assets Schedule L: Line 11a(c) Depletable assets Schedule L: Line 10b(c) Less accumulated depreciation Part IX: Line 7, Other salaries and wages
Schedule C: Line 41 Inventory at the end of the year Schedule L: Line 9b(c) Less accumulated depreciation Schedule L: Line 11b(c) Less accumulated depletion Schedule L: Line 11a(c) Depletable assets Part IX: Line 8, Pension pain accruals and contributions
Schedule L: Line 10a(c) Depletable assets Schedule L: Line 12(d) Land Schedule L: Line 11b(c) Less accumulated depletion Part IX: Line 9, Other employee benefits
Schedule L: Line 10b(c) Less accumulated depletion Schedule L: Line 13a(c) Intangible assets Schedule L: Line 12(d) Land Part IX: Line 10, Payroll taxes
Schedule L: Line 11(d) Land Schedule L: Line 13b(c) Less accumulated amortization Schedule L: Line 13a(c) Intangible assets Part IX: Line 11a, Fees for services - Management
Schedule L: Line 12a(c) Intangible assets Schedule L: Line 14(d) Other assets Schedule L: Line 13b(c) Less accumulated amortization Part IX: Line 11b, Legal
Schedule L: Line 12b(c) Less accumulated amortization Schedule L: Line 16(d) Accounts payable Schedule L: Line 14(d) Other assets Part IX: Line 11c, Fees for services - Accounting
Schedule L: Line 13(d) Other assets Schedule L: Line 17(d) Mortgages, notes, bonds payable in less than 1 year Schedule L: Line 16(d) Accounts payable Part IX: Line 11d, Fees for services - Lobbying
Schedule L: Line 17(d) Other current liabilities Schedule L: Line 18(d) Other current liabilities Schedule L: Line 17(d) Mortgages, notes, bonds payable in less than 1 year Part IX: Line 11e, Fees for services - Professional fundraising
Schedule L: Line 19a(d) Loans from partners Schedule L: Line 20(d) Mortgages, notes, bonds payable in 1 year or more Schedule L: Line 18(d) Other current liabilities Part IX: Line 11f, Fees for services - Investment management fees
Schedule L: Line 19b(d) Mortgages, notes, bonds payable in 1 year or more Schedule L: Line 21(d) Other liabilities Schedule L: Line 20(d) Mortgages, notes, bonds payable in 1 year or more Part IX: Line 11g, Fees for services - Other
Schedule L: Line 20(d) Other long term liabilities Schedule L: Line 22(d) Capital Stock Schedule L: Line 21(d) Other liabilities

Part IX: Line 12, Advertising and promotion
Schedule M-1: Line 2 Income on Sched. K not on books Schedule L: Line 23(d) Additional paid-in capital Schedule L: Line 22a(c) Preferred stock Part IX: Line 13, Office expenses
Schedule M-1: Line 3 Guaranteed pmts Schedule L: Line 26(d) Less cost of treasury stock Schedule L: Line 22b(c) Common stock Part IX: Line 14, Information technology
Schedule M-1: Line 4 Expenses this year not on Sched. K Schedule M-1: Line 3 Expenses on books not on Sched. K Schedule L: Line 23(d) Additional paid in capital Part IX: Line 15, Royalties
Schedule M-1: Line 4a Depreciation Schedule M-1: Line 3a Depreciation Schedule M-1: Line 2 Federal income tax per books Part IX: Line 16, Occupancy
Schedule M-1: Line 4b Travel and entertainment Schedule M-1: Line 3b Travel and entertainment Schedule M-1: Line 3 Excess capital losses Part IX: Line 17, Travel
Schedule M-1: Line 6 Income this year not on Sched. K Schedule M-1: Line 5 Income not on Sched. K Schedule M-1: Line 4 Income subject to tax not recorded on books Part IX: Line 18, Payments of travel or entertainment expenses for any federal, state, or local public officials
Schedule M-1: Line 6a Tax-exempt interest Schedule M-1: Line 5a Tax-exempt interest Schedule M-1: Line 5 Expenses on books not deducted on return Part IX: Line 19, Conferences, conventions and meetings
Schedule M-1: Line 7 Deductions on Sched. K not on books Schedule M-1: Line 6 Deductions on Sched. K not on books Schedule M-1: Line 7 Income on books not on return Part IX: Line 20, Interest
Schedule 1125-A: Line 2 Purchases Schedule M-1: Line 6a Depreciation Schedule M-1: Line 8 Deductions on this return not charged against income Part IX: Line 21, Payments to affiliates
Schedule 1125-A: Line 5 Other cost of services Schedule 1125-A: Line 2 Purchases Schedule M-1: Line 8a Depreciation Part IX: Line 22, Depreciation, depletion, and amortization (Book amortization)
Schedule 1125-A: Line 7 Inventory at end of year Schedule 1125-A: line 3 Cost of labor Schedule M-1: Line 8b Charitable contributions Part IX: Line 22, Depreciation, depletion, and amortization (Book depreciation)
Schedule 1125-A: Line 5 Other costs of services Schedule 1125-A: Line 2 Purchases Cost of labor Part X: Line 1, Cash - non-interest-bearing
Schedule 1125-A: line 7 Inventory at end of year Schedule 1125-A: Line 3 Cost of labor Part X: Line 2, Savings and temporary cash investments
Schedule 1125-A: Line 5 Other cost of services Part X: Line 3, Pledges and grants receivable, net
Schedule 1125-A: Line 7 Inventory at end of year Part X: Line 4, Accounts receivable, net(Less allowance for doubtful accounts)
Part X: Line 5, Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees
Part X: Line 6, Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations
Part X: Line 7, Notes and loans receivable, net
Part X: Line 8, Inventories for sale or use
Part X: Line 9, Prepaid expenses and deferred charges
Part X: Line 10a, Land, buildings, and equipment; cost or other basis (Automobiles or transportation equipment)
Part X: Line 10a, Land, buildings, and equipment; cost or other basis (Buildings)
Part X: Line 10a, Land, buildings, and equipment; cost or other basis (Furniture and fixture)
Part X: Line 10a, Land, buildings, and equipment; cost or other basis (Improvements)
Part X: Line 10a, Land, buildings, and equipment; cost or other basis (Land basis)
Part X: Line 10a, Land, buildings, and equipment; cost or other basis (Machinery and equipment)
Part X: Line 10a, Land, buildings, and equipment; cost or other basis (Miscellaneous)
Part X: Line 10b, Land, buildings, and equipment; cost or other basis (Accumulated amortization)
Part X: Line 10b, Land, buildings, and equipment; cost or other basis (Accumulated depreciation)
Part X: Line 11, Investments - publicly traded securities
Part X: Line 12, Investments - other securities
Part X: Line 13, Investments - program related
Part X: Line 14, Intangible assets
Part X: Line 15, Other assets
Part X: Line 17, Accounts payable and accrued expenses
Part X: Line 18, Grants payable
Part X: Line 19, Deferred revenue
Part X: Line 20, Tax-exempt bond liabilities
Part X: Line 21, Escrow or custodial account liability
Part X: Line 22, Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons
Part X: Line 23, Secured mortgages and notes payable to unrelated third parties
Part X: Line 24, Unsecured notes and loans payable to unrelated third parties
Part X: Line 25, Other liabilities
Part X: Line 25 Other liabilities (Federal income taxes)
Part X: Line 27, Unrestricted net assets
Part X: Line Line 28, Temporarily restricted assets
Part X: Line 29, Permanently restricted net assets
Part X: Line 30, Capital stock or trust principal, or current funds
Part X: Line 31, Paid-in or capital surplus, or land, building, or equipment fund
Part X: Line 32, Retained earnings, endowment, accumulated income or other funds

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